MCM

McKinley Capital Management Portfolio holdings

AUM $571M
1-Year Est. Return 36.44%
This Quarter Est. Return
1 Year Est. Return
+36.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$748M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.11M
3
+$2.81M
4
BWXT icon
BWX Technologies
BWXT
+$2.55M
5
INSP icon
Inspire Medical Systems
INSP
+$2.49M

Top Sells

1
+$9.18M
2
+$7.35M
3
+$6.68M
4
BG icon
Bunge Global
BG
+$5.19M
5
ELV icon
Elevance Health
ELV
+$4.43M

Sector Composition

1 Healthcare 32.69%
2 Technology 23.08%
3 Financials 14.48%
4 Consumer Discretionary 8.13%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.27%
139,946
+121
102
$1.99M 0.27%
8,075
-10
103
$1.97M 0.26%
19,568
-498
104
$1.85M 0.25%
54,375
-7,100
105
$1.85M 0.25%
148,671
-1,084
106
$1.68M 0.22%
17,136
107
$1.64M 0.22%
16,216
-268
108
$1.48M 0.2%
23,250
+3,210
109
$1.46M 0.2%
9,285
-88
110
$1.44M 0.19%
1,987
-177
111
$1.43M 0.19%
114,044
-897
112
$1.41M 0.19%
25,207
+213
113
$1.36M 0.18%
173,911
-731
114
$1.36M 0.18%
+13,070
115
$1.35M 0.18%
18,284
-169
116
$1.33M 0.18%
21,958
-121
117
$1.31M 0.18%
55,445
+55
118
$1.27M 0.17%
+59,686
119
$1.23M 0.17%
113,172
-1,770
120
$1.23M 0.16%
34,803
-183
121
$1.22M 0.16%
39,667
-274
122
$1.11M 0.15%
6,684
-20
123
$1.1M 0.15%
35,279
-81
124
$989K 0.13%
42,635
-163
125
$981K 0.13%
22,630
-3,000
3 4
5
6 7